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Technology Stocks : Newbridge Networks
NN 11.97+5.3%Nov 21 3:59 PM EST
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To: Serge Collins who wrote (6559)9/16/1998 12:42:00 PM
From: larry pollock  Read Replies (1) of 18016
 
I agree with your concerns about TM. On a broader basis, the bigger concerns are that TM has failed to convincingly articulate to the investment world a NN gameplan. Whatever the gameplan is, if there is one, got lost over the past year with TM's UB fiasco. I hope that Lutz's visibility becomes more noticeable. On strong market updays, the investment world flocks to Cisco and Lucent because they are believeable and have credible track records. When senior officers from those companies appear on CNBC, those people look and sound like leaders. On those infrequent occasions when TM appeared on CNBC, as a shareholder I was left with an upset and uncertain feeling.
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